CalSTR's Ailman: Market Shifting To Private Companies

CalSTR's Ailman: Market Shifting To Private Companies

Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital advertising system that replaces the traditional ad model. Jeffrey Flynn, insurance analyst for Bloomberg Intelligence, and Brian Sullivan, energy and commodities reporter for Bloomberg, on Hurricane Florence, and which insurers are at risk. Mariana Mazzucato, economics professor and Director of the Institute for Innovation and Public Purpose at University College London, discusses her new book: "THE VALUE OF EVERYTHING: Making and Taking in the Global Economy." Hosted by Lisa Abramowicz and Pimm Fox.

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Episoder(3346)

Yale's Roach Sees a Dollar Decline of 35% Over Next 5 Years

Yale's Roach Sees a Dollar Decline of 35% Over Next 5 Years

Stephen Roach, senior fellow at Yale University and former chairman of Morgan Stanley Asia, discusses his column: "How the Coming Crash in the Dollar Will Unfold." Lisa Shalett, Chief Investment Offic...

18 Jun 202026min

Trillions In Stimulus Going Out The Door Without Any Oversight

Trillions In Stimulus Going Out The Door Without Any Oversight

Laura Davison, Congressional Tax Reporter for Bloomberg, on trillions in stimulus going out unchecked, with watchdogs kept toothless by the Trump Administration. Invesco Chief Global Market Strategist...

17 Jun 202026min

Fed Stretches Bounds In Corporate Bond Purchases: BI's Jersey

Fed Stretches Bounds In Corporate Bond Purchases: BI's Jersey

Market Drivers and earnings with Bloomberg stocks editor Dave Wilson, and Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews Fed Chair Jerome Powell's testimony before ...

16 Jun 202011min

Elon Musk Takes a Gamble as Insurance Rates Skyrocket

Elon Musk Takes a Gamble as Insurance Rates Skyrocket

Bloomberg's Jef Feeley, legal reporter, and Katherine Chiglinsky, insurance reporter, to discuss Tesla's new lawsuit shield against coronavirus claims. Chris Ailman, Chief Investment Officer at CalSTE...

15 Jun 202028min

Lowering S&P Target to 3,100 By December: Stifel's Bannister

Lowering S&P Target to 3,100 By December: Stifel's Bannister

Barry Bannister, Head of Equity Strategy at Stifel, discusses why he's lowering his market forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, discusses how reo...

12 Jun 202028min

Largest NY Hospital System Sees Return of Patients, Surgeries

Largest NY Hospital System Sees Return of Patients, Surgeries

Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack, Bloomberg Opinion retail columnist, to d...

11 Jun 202029min

We're Looking At A Secular Shift To Lower Rates: PGIM's Tipp

We're Looking At A Secular Shift To Lower Rates: PGIM's Tipp

Robert Tipp, Chief Investment Strategist at PGIM, discusses fixed income markets and Fed stimulus. Jonathan Bernstein, Bloomberg Opinion politics columnist, on his column: "Be Ready for a Long Electio...

10 Jun 202027min

Why Military Leaders Like Me Are Speaking Out: James Stavridis

Why Military Leaders Like Me Are Speaking Out: James Stavridis

Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Why Military Leaders Like Me Are Speaking Out." Tara Lachapelle, Bloom...

9 Jun 202028min

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